Certified Financial Planner
Certificate in Certified Financial Planning (CFP)
Start Your CFP Journey at Belmont Abbey College
Belmont Abbey College is a private, Catholic liberal arts institution that educates students to be a blessing to themselves and others and make a true difference in the world. In collaboration with Dalton Education, Belmont Abbey offers courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education requirement necessary to obtain the CFP® certification, a credential recognized by hiring managers, industry professionals, prospective clients, and more.
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90%
of consumers feel more confident with an advisor with a financial planning designation
Curriculum
Seven-Module Sequence:
- Unit 1: Fundamentals of Financial Planning
- Unit 2: Insurance Planning
- Unit 3: Retirement Planning
- Unit 4: Investment Planning
- Unit 5: Income Tax Planning
- Unit 6: Estate Planning
- Unit 7: Case Studies
It is the student’s responsibility to see that all degree requirements for graduation are fulfilled.
Program Tuition:$5,495
Monthly tuition payment plans are available.
Textbooks: Estimated cost of $1,795
Books and materials are purchased directly from Dalton Education.
Applicants must:
- Have earned a bachelor’s degree from an accredited college or university prior to completion of the CERTIFIED FINANCIAL PLANNER™ Certification Education Program at Belmont Abbey College.
- Be at least 18 years of age.
- Submit a registration fee upon application of $100. (Belmont Abbey College faculty, staff, students, and alumni are eligible for a fee waiver.)
There are no prerequisite courses, but we recommend that applicants have taken an undergraduate course in statistics or quantitative analysis. An undergraduate course in Finance or Personal Finance is also recommended.
- Pursue a CFP® designation with Belmont Abbey and study a curriculum created by Dalton Education, a recommended provider vetted by the CFP® board and acknowledged as a high quality curriculum.
- Complete your CFP® curriculum within 12 months.
- Study under certified CFP® professionals in the Charlotte area.
FACULTY AND LEADERSHIP
